1. Execute the orders on behalf of clients by doing Pre trade post trade confirmation.
2. Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
3.To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.
4. Responsible to ensure all activities are in adherence as per Compliance.
5. Responsible to generate brokerage primarily through giving SMC research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
6.Responsible for reactivation of dormant clients. Ensure growth in clientele by converting leads.
7.To enhance profitability of the business by ensuring cross selling of other products of the organization like mutual funds, insurance, FD, IPO etc.